Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Asset Allocation Composite Moderate | 5.58% | 16.82% | 16.37% | 8.74% | 9.49% | 8.07% | 8.38% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 16.82 | 16.37 | 8.74 | 9.49 | 8.07 | 8.38 | … | … | 5.58 | 28.22 | 6.96 | 10.29 | -11.87 | 12.34 | 10.57 | 18.96 | -3.50 | 13.13 | 6.71 | -4.88 | 7.34 | 17.50 | 13.84 | 1.26 | 8.92 | 22.24 | -0.83 | 5.17 | 11.88 | 5.31 | 11.32 | 21.86 | -1.73 | 2.31 |
| Sharpe Ratio | NA | 1.73 | 1.26 | 0.57 | 0.81 | NA | NA | … | … | 0.36 | 1.53 | 0.57 | 0.73 | -1.50 | 1.36 | 1.00 | 2.97 | -0.56 | 2.55 | 0.83 | -0.68 | 1.01 | 1.91 | 1.62 | 0.08 | 0.76 | 2.02 | -0.48 | 0.20 | 1.08 | 0.44 | 1.18 | 2.94 | -0.71 | -2.43 |
| Standard Deviation(%) | NA | 8.80 | 10.69 | 10.10 | 9.22 | NA | NA | … | … | 10.30 | 16.53 | 5.91 | 9.04 | 8.85 | 9.08 | 10.31 | 5.88 | 8.72 | 4.89 | 7.84 | 7.27 | 7.23 | 9.13 | 8.51 | 15.88 | 11.67 | 10.98 | 3.74 | 10.30 | 7.85 | 6.97 | 8.76 | 7.19 | 4.07 | 0.05 |
| Draw Down(%) | NA | 6.95 | 11.21 | 16.74 | 16.74 | NA | NA | … | … | 6.95 | 11.21 | 4.48 | 9.66 | 13.26 | 4.41 | 11.60 | 2.48 | 10.42 | 2.21 | 5.24 | 9.39 | 5.16 | 7.82 | 7.75 | 15.46 | 10.36 | 5.78 | 5.48 | 7.13 | 8.04 | 4.46 | 7.77 | 4.27 | 5.38 | 0.00 |
| Yield(%) | NA | 4.15 | 4.19 | 3.68 | 3.75 | NA | NA | … | … | NA | NA | 1.05 | 3.76 | 3.61 | 4.45 | 2.23 | 3.81 | 3.75 | 4.41 | 4.67 | 2.62 | 4.26 | 4.92 | 5.09 | 4.70 | 3.52 | 2.38 | 0.92 | 7.78 | 6.66 | 4.30 | 1.87 | 1.03 | 1.26 | 2.31 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Asset Allocation Composite Moderate |
0.45%
Apr 2021 – Apr 2024 |
3.53%
Dec 2013 – Dec 2018 |
4.31%
Oct 2013 – Oct 2023 |
6.83%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUPAGE MEDICAL GROUP LTD PROFIT SHARING 401K PLAN Asset Allocation Composite Moderate |
16.45%
Feb 2023 – Feb 2026 |
14.22%
Jun 2009 – Jun 2014 |
10.83%
Apr 2003 – Apr 2013 |
9.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart